Morgan Stanley shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 90k | 125.72 |
| 2024-09-30 | $9.4M | 90k | 104.24 |
| 2024-06-30 | $5.0M | 51k | 97.19 |
| 2024-03-31 | $3.8M | 41k | 94.16 |
| 2023-12-31 | $2.4M | 26k | 93.25 |
| 2023-09-30 | $1.5M | 18k | 81.67 |
| 2023-06-30 | $2.0M | 23k | 85.40 |
| 2023-03-31 | $1.8M | 20k | 87.80 |
| 2022-12-31 | $2.5M | 30k | 85.02 |